Christopher J. Kirk

KIRK INVESTMENT ADVISORS

Columbia, MD 21046

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CRD#: 5119694

Professional summary

Christopher Joseph Kirk, who also goes by Chris J Kirk, is a registered financial advisor currently at KIRK INVESTMENT ADVISORS LLC located in Columbia, Maryland.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Christopher has worked at 3 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris J Kirk

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Kirk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 23, 2015 - Present

KIRK INVESTMENT ADVISORS LLC

Office #1: 9520 Berger Road Suite 212, Columbia, MD 21046

RIA

CRD#: 170612

Columbia, MD

Past

July 21, 2011 - December 23, 2013

EVEREST INVESTMENT ADVISORS, INC.

RIA

CRD#: 158287

TOWSON, MD

Past

April 18, 2006 - August 29, 2011

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

TOWSON, MD

Past

March 30, 2006 - August 29, 2011

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

TOWSON, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maryland
(4/23/2015)

IAR

Pennsylvania
(2/10/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 4/27/2006

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/13/2006

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/29/2006

General Securities Representative Examination

Current Firm

KIRK INVESTMENT ADVISORS LLC

KIRK INVESTMENT ADVISORS LLC | KIRK, CHRISTOPHER J

CRD#: 170612 / SEC#:

Delaware

Registered Investment Advisory firm - (10/7/2022 Approved)

District of Columbia

Registered Investment Advisory firm - (12/13/2017 Terminated)

Maryland

Registered Investment Advisory firm - (4/23/2014 Approved)

Pennsylvania

Registered Investment Advisory firm - (2/9/2016 Approved)

Virginia

Registered Investment Advisory firm - (12/13/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

9520 Berger Road Suite 212, Columbia, MD 21046

Mailing Address

Phone number

(410) 381-8007

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher J. Kirk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Joseph Kirk's CRS (Customer Relationship Summary).

Certified licenses

Experience

KIRK INVESTMENT ADVISORS LLC

EVEREST INVESTMENT ADVISORS, INC.

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/27/2006

Series 65

Date: 4/13/2006

Series 7

Date: 3/29/2006

Current Firm

KIRK INVESTMENT ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

KIRK INVESTMENT ADVISORS LLC

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